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portfolio management 

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Attendance limits: Please note, owing to demand and space constraints, no more than two attendees will be allowed per investment manager or underwriting member. 

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Registration fee: $775

meeting schedule

Tuesday, June 3: Networking reception

  • Location: TBD, New York, NY

  • 6pm: Networking reception

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Wednesday, June 4: Meeting

Location: Convene, Venue 42, 5 Times Square, New York, NY 10036

  • 8am: Breakfast

  • 9am: Meeting content, roundtables, workshops

  • 4pm: End of meeting​

agenda

The NAREIM Portfolio Management Committee will come together in the winter to begin planning the 2025 meeting. Stay tuned for details and updates below. 

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Tuesday, June 3​

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Attendees are invited to reconnect with peers and create new connections at our networking reception in NYC.

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  • Location: TBD, New York, NY

  • Time: 6-9pm ET

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Wednesday, June 4

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8am: Breakfast â€‹

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8.50am: Welcome comments & NAREIM Portfolio Management committee update​

​NAREIM's Portfolio Management committee co-chairs will provide a short update on the industry, as well as key issues to be addressed through the following peer discussions.​​​​

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Co-Chair: Kate Bassett, Invesco Real Estate

Co-Chair: Scott Dunphy, MetLife Investment Management

NAREIM: IvyLee Rosario, Head of Programs

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12pm: Lunch​

 

4pm: End of meeting​

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feedback & pictures from the portfolio management meeting 2024

"I thought that the facilitators did an excellent job pacing the programing and encouraging thoughtful conversation. They were very knowledgeable on the topics and asked the right questions of the group."

"It was nice to collaborate with peers and think of proactive ways to improve for the benefit our our collective investors."

Photo Jun 05 2024, 6 29 51 PM.jpg
Photo Jun 06 2024, 10 50 23 AM.jpg
Photo Jun 06 2024, 11 48 22 AM.jpg
Photo Jun 05 2024, 6 37 32 PM.jpg

location

 

Convene​: Venue 42

5 Times Square

New York, NY 10036

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NAREIM will not have a hotel room block for the Portfolio Management meeting. ​​

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2025 committee members

Co-Chair: Kate Bassett, Invesco Real Estate

Co-Chair: Scott Dunphy, MetLife Investment Management

Will Hedley, BGO

Justin Shanahan, CBRE Investment Management

Kate Davis & Ian Braverman, Harrison Street Real Estate Capital

Susan Kolasa, JPMorgan Asset Management

Lucas Kimmel, LaSalle Investment Management

Mike Fenner & TJ Hofheimer, National Real Estate Advisors

Ki Park, Nuveen Real Estate

Samantha Davis, Sentinel Real Estate Corporation

Drew Stepanek, Stockbridge Capital Group

Jake Maliel, TA Realty

Nolan Henry, UBS Realty Investors

pAST AGENDAS

2024

2023

2022

2021

2020​

NAREIM meetings are open to NAREIM members only and their guests. For further information on attending meeting or other NAREIM discussions, please contact IvyLee Rosario, Head of Programs. Please note that any executive who is not a NAREIM member, guest of a member or working in the real estate investment management industry will not be admitted to NAREIM events. NAREIM reserves the right to decline any registration. By registering for NAREIM events, you are consenting to NAREIM’s privacy policy.

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